Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.
Senior Case Consultant (Full Time, Permanent Position) Leeds, Glasgow, or Manchester (Hybrid 1/2 days in the office) Let's make the most of your talent About usAt Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.What you'll be doingYou will perform as part of the T&LL claims team to deliver service and indemnity cost outcomes in the management of large and complex losses that meet business objectives.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance, and procurement, we're a customer-obsessed market powerhouse.
We are a leading facilities management company providing a range of both standalone and integrated services including cleaning, catering, security, technical services, energy management and compliance, front of house, landscaping, logistics, waste management and pest control services.
Hours per week: 37.5 5 over 7 shift rotation Mon-Sun 07:00-15:30, 08:00-16:30, 10:30-19:00
Atalian Servest and OCS have merged to create a new organisation, the OCS Group UK & Ireland.
Technical Controller (Full Time, Permanent Position) Leeds, Glasgow or Manchester (Hybrid 1/2 days in the office) Let's make the most of your talent About usAt Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.What you'll be doingYou will support T&LL management team to deliver service and indemnity cost outcomes in the management of large and complex losses that meet business objectives.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance, and procurement, we're a customer-obsessed market powerhouse.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years.
To be considered for the Paraplannerposition in Glasgow you will need to have a minimum of one year's Paraplanning experience or a financial services administrator with exceptional technical knowledge.
We are a leading facilities management company providing a range of both standalone and integrated services including cleaning, catering, security, technical services, energy management and compliance, front of house, landscaping, logistics, waste management and pest control services.